secwatch.observer — SEC 8-K summary ====================================== Issuer: Eaton Corp plc (ETN) CIK: 0001551182 Form: 8-K Filed at: 2026-07-31T11:00:30+00:00 Accession: 0001551182-26-000027 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Eaton reports record Q2 sales $8.5B, raises FY organic growth guidance, announces Mobility separation -------------------------------------------------------------------------------- - Q2 GAAP EPS $2.11, adjusted EPS $3.15 (record); sales $8.5B (+21% YoY, organic +14%). - Segment margins 23.1%; Electrical Americas margins up 190bps sequentially to 27.5%. - Twelve-month rolling orders up 41% in Electrical Americas, 33% Electrical Global, 17% Aerospace. - Announced agreement to separate Mobility business via Reverse Morris Trust, expected close Q1 2027. - Raised FY 2026 organic growth guidance to 11-13%; adjusted EPS guidance raised to $13.40-$13.60 (up 12% at midpoint). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1551182/000155118226000027/0001551182-26-000027-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1551182/000155118226000027/etn-20260731.htm HTML page: https://secwatch.observer/filing/0001551182-26-000027 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer